Multiview Financial Software

Accounts Receivable

• Provide support for billings, collections, and general accounting
• Generate and distribute customer invoices accurately and on a timely basis
• Apply customer payments, including EFTs, wire transfers, checks, and credit card transactions
• Monitor outstanding and overdue accounts
• Follow up on overdue balances and drive collections targets in conjunction with cash-flow targets
• Maintain customer account records and resolve billing discrepancies
• Prepare and distribute accounts receivable aging reports
• Work with the Customer Success team to investigate and resolve issues
• Reconcile customer statements and account balances
• Assist with month-end and year-end closing activities
• Prepare journal entries related to cash receipts, bad debt provisions, and AR adjustments
• Perform account reconciliations
• Support external and internal audit requests
• Maintain accurate supporting documentation for accounting transactions
• Assist with accounts payable processing when required
• Support accurate revenue recognition and deferred revenue balances
• Prepare weekly and monthly receivable status reports, including collections summaries
• Track collection metrics and identify delinquent accounts
• Assist with cash-flow reporting and forecasting
• Support ad hoc financial analysis and reporting requests

Explore Accounts Receivable Clerk at Multiview Financial Software. Review requirements and application details.

Accounts Receivable Clerk

Financial Planning and Analysis

• Lead regular finance team operations and support company-wide operational improvements
• Provide guidance on financial and operating priorities aligned with organizational strategy
• Oversee accounting functions for US and Canadian operations
• Evaluate and direct accounting, audits, and financial policy and procedure implementation
• Oversee monthly consolidated financial statements, annual budgets, executive payroll, financial reports, and analysis for chief executives
• Oversee accurate and timely internal and external financial reporting
• Manage A/P, A/R, collections, payroll, and related accounting functions
• Lead monthly and quarterly close cycles
• Ensure sales and use tax compliance filings and nexus analysis
• Develop, implement, and apply GAAP-compliant accounting and finance policies and procedures
• Prepare and maintain SaaS and industry-standard financial metrics
• Manage treasury and foreign exchange programs, including hedging, alongside the CFO
• Assist with annual budget development and resource allocation planning
• Coach, train, and retain the finance team
• Own the annual external audit process
• Drive automation and adoption of technologies, including AI, in finance and reporting
• Establish processes, practices, and policies supporting organizational controls and corporate security
• Develop and monitor business performance metrics
• Partner with GTM and Rev Ops to improve processes, billing, pricing, and data accuracy
• Support the CFO with ad hoc analysis, strategic finance initiatives, and broader team goals

Explore Director of Finance at Multiview Financial Software. Review requirements and application details.